How Avoid Living Probate

How to Avoid Living Probate

Jim EagarAttorney & Counsellor at Law

Wednesday, October 9, 13

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Interested In

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Who I am

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Why Avoid?

• Expensive

• Lose Control

Wednesday, October 9, 13

Mark #1 if You Want to Avoid Living Probate

Wednesday, October 9, 13

Typical Approach

Financial Power of Attorney

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Wednesday, October 9, 13

Wednesday, October 9, 13

Problems• Blank Check• No

Instructions• No

Reporting

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Mark #2 if You Want to Avoid Power of Attorney Problems

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Using a Living Trust

Wednesday, October 9, 13

Mark #3 if You are Interested in Using a Living Trust to Avoid

Living Probate

Wednesday, October 9, 13

Wednesday, October 9, 13

• Who Decides• Helpers• Instructions

Wednesday, October 9, 13

Advantages

• Personalized

• Accountability

• Accepted

• Avoids LP

Wednesday, October 9, 13

Mark #4 if You Are Interested in Using a Living Trust to

Control What Happens to You if You’re Incapacitated

Wednesday, October 9, 13

Can We Help?

• Review• DVD• Consultation

(541) 244-2157Wednesday, October 9, 13

Mark “Yes” if You Want a Consultation

Wednesday, October 9, 13